See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,044 | $99,341+111.4% | $84,750+147.8% | $273,961-23.3% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 5.62% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.8pp |
| Employer contribution / active EE | $8,609 | $4,214+104.3% | $3,574+140.8% | $4,869+76.8% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,221 | $6,644-81.6% | $5,332-77.1% | $10,132-88.0% |